13F History

ManagerCIKFiledPositions13F Reported Value
Cherokee Insurance Co 0002077903Aug 8, 2025 122$229.2M
Register Financial Advisors LLC 0001962636Jul 16, 2025 335$229.0M
Wittenberg Investment Management, Inc. 0001697790Aug 11, 2025 76$229.0M
Bayforest Capital Ltd 0002048423Jul 28, 2025 712$228.9M
Game Plan Financial Advisors, LLC 0001802952Jul 24, 2025 363$228.8M
Pragma Gestao DE Patrimonio Ltd. 0001555512Aug 13, 2025 20$228.8M
Viola Ventures V.C. Management 4 Ltd. 0001965208Aug 11, 2025 3$228.8M
Arcadia Wealth Management, LLC 0001964226Jul 18, 2025 59$228.8M
Palisades Investment Partners, LLC 0001427373Jul 17, 2025 39$228.7M
Holistic Financial Partners 0001729304Aug 5, 2025 128$228.5M
Decatur Capital Management, Inc. 0001505961Aug 14, 2025 41$228.4M
Curio Wealth, LLC 0002049201Jul 31, 2025 358$228.3M
Horizon Investment Services, LLC 0001426940Aug 6, 2025 122$228.2M
Stonehill Capital Management LLC 0001266227Aug 14, 2025 14$228.2M
Luken Investment Analytics, LLC 0001730546Jul 22, 2025 147$228.2M
Verde Servicos Internacionais S.A. 0001629290Jul 24, 2025 41$228.2M
Vantage Point Financial LLC 0002048892Jul 24, 2025 148$228.0M
Scholtz & Company, LLC 0001606134Aug 4, 2025 52$227.8M
Mb, Levis & Associates, LLC 0002065807Jul 29, 2025 266$227.6M
Vivid Wealth Management, LLC 0002007281Jul 24, 2025 62$227.5M
Eagle Capital Management, LLC 0001600746Jul 18, 2025 44$227.5M
HFM Investment Advisors, LLC 0002067972Jul 22, 2025 1,287$227.5M
Lind Value II ApS 0001891185Aug 5, 2025 10$227.5M
Powers Advisory Group, LLC 0001927474Jul 18, 2025 115$227.4M
Applied Capital LLC 0001862965Jul 17, 2025 46$227.3M
Abound Financial, LLC 0002024264Aug 14, 2025 67$227.2M
Dover Advisors, LLC 0001964541Jul 8, 2025 163$227.1M
SimpliFi, Inc. 0001716983Jul 18, 2025 41$226.9M
Bigelow Investment Advisors, LLC 0001729516Jul 10, 2025 147$226.9M
Edenbrook Capital, LLC 0001666682Aug 14, 2025 5$226.8M
Kent Lake PR LLC 0002037231Aug 14, 2025 39$226.8M
O'Connor Financial Group LLC 0001973783Jul 7, 2025 60$226.7M
Hubbell Strickland Wealth Management, LLC 0001791555Jul 22, 2025 82$226.7M
Plum Street Advisors, LLC 0002068236Aug 11, 2025 84$226.7M
RPD Fund Management LLC 0001832568Aug 14, 2025 7$226.6M
Grunden Financial Advisory, Inc. 0002010014Jul 29, 2025 31$226.5M
Torque Asset Management LLC 0002011256Aug 14, 2025 14$226.5M
Kondo Wealth Advisors, Inc. 0002070929Jul 29, 2025 67$226.5M
Tenon Financial LLC 0002020781Jul 15, 2025 46$226.4M
Mitchell & Pahl Private Wealth, LLC 0001836506Jul 11, 2025 144$226.4M
Westport Asset Management Inc. 0000811454Aug 12, 2025 76$226.3M
Strathmore Capital Advisors, Inc. 0002021703Jul 10, 2025 100$226.2M
Birmingham Capital Management Co. Inc. 0000918504Jul 29, 2025 99$226.2M
Corundum Group, Inc. 0001486083Jul 21, 2025 103$226.2M
GKV Capital Management Co., Inc. 0002052321Aug 11, 2025 86$226.1M
Altus Wealth Group LLC 0001842572Jul 29, 2025 138$226.0M
Victrix Investment Advisors 0002055229Jul 18, 2025 103$226.0M
Mendel Money Management 0001600585Aug 1, 2025 142$225.8M
GS Investments, Inc. 0001714590Aug 7, 2025 115$225.7M
Towerpoint Wealth, LLC 0001731445Jul 9, 2025 92$225.6M
Cruiser Capital Advisors, LLC 0001713506Aug 14, 2025 49$225.6M
Peirce Capital Management, LLC 0002008166Jul 8, 2025 45$225.6M
Haven Private, LLC 0002053665Aug 4, 2025 186$225.5M
Schulhoff & Co. Inc. 0001080197Jul 30, 2025 135$225.4M
Brick & Kyle, Associates 0001632253Aug 18, 2025 60$225.3M
LGL Partners, LLC 0001653202Aug 15, 2025 57$225.3M
Pavion Blue Capital, LLC 0001792565Aug 1, 2025 102$225.2M
Benchmark Wealth Management, LLC 0001788241Jul 18, 2025 70$225.0M
Avaii Wealth Management, LLC 0001904431Jul 15, 2025 132$225.0M
Metavasi Capital LP 0001864835Aug 14, 2025 30$225.0M
FIDELIS iM, LLC 0001894206Jul 25, 2025 22$224.8M
AJ Advisors, LLC 0001951167Aug 8, 2025 37$224.8M
Catalyst Private Wealth, LLC 0001831193Jul 9, 2025 79$224.8M
Tealwood Asset Management Inc. 0001164062Jul 17, 2025 125$224.7M
Alkeme Wealth, LLC 0001752045Jul 16, 2025 91$224.7M
Cora Capital Advisors LLC 0001964530Jul 15, 2025 111$224.6M
Socha Financial Group, LLC 0001967966Jul 29, 2025 24$224.6M
Retirement Planning Co of New England, Inc. 0001817693Aug 12, 2025 233$224.5M
Night Squared LP 0002058786Aug 14, 2025 54$224.4M
Infusive Asset Management Inc. 0001749333Aug 14, 2025 32$224.3M
Accent Capital Management, LLC 0002014179Aug 7, 2025 396$224.3M
McNaughton Wealth Management, LLC 0001802691Jul 22, 2025 73$224.2M
Bowman & Co S.C. 0001906275Jul 9, 2025 108$224.2M
Mine & Arao Wealth Creation & Management, LLC. 0001802994Jul 29, 2025 74$224.0M
Future Fund LLC 0001911970Aug 7, 2025 170$224.0M
First Financial Corp. 0000714562Jul 9, 2025 315$224.0M
Brogan Financial, Inc. 0001889918Aug 8, 2025 59$223.8M
Vision Capital Corp 0001764403Aug 14, 2025 12$223.7M
Wayfinding Financial, LLC 0001898131Aug 12, 2025 148$223.6M
Adapt Wealth Advisors, LLC 0002013937Aug 8, 2025 62$223.6M
Sivik Global Healthcare LLC 0001596452Jul 25, 2025 38$223.6M
Conway Capital Management, Inc. 0002044929Jul 29, 2025 49$223.5M
TKG Advisors, LLC 0001843275Aug 6, 2025 89$223.3M
Deane Retirement Strategies, Inc. 0001659346Jul 11, 2025 63$223.2M
Ghe, LLC 0001910179Sep 5, 2025 35$223.2M
Mad River Investors 0001384484Jul 8, 2025 23$223.2M
Genesee Capital Advisors, LLC 0001652348Jul 25, 2025 121$223.1M
Arrowroot Family Office, LLC 0002017744Aug 5, 2025 137$223.1M
Landmark Investment Partners, L.P. 0002023551Aug 14, 2025 18$223.1M
Eastover Investment Advisors LLC 0001472800Jul 16, 2025 44$223.0M
Dopkins Wealth Management, LLC 0001904152Jul 17, 2025 82$223.0M
Ewing Morris & Co. Investment Partners Ltd. 0001846838Aug 15, 2025 94$222.9M
Keyvantage Wealth, LLC 0002050555Aug 8, 2025 95$222.8M
Matrix Capital Management Company, LP 0001410830Aug 14, 2025 4$222.8M
Aspiring Ventures, LLC 0001738640Aug 12, 2025 59$222.8M
Anb Bank 0002067126Aug 11, 2025 125$222.7M
BCU Wealth Advisors, LLC 0002003570Jul 18, 2025 56$222.7M
Guardian Financial Partners, LLC 0001723514Jul 31, 2025 56$222.7M
Redwood Wealth Management Group, LLC 0001963839Aug 5, 2025 179$222.6M
Hel Ved Capital Management Ltd 0001840129Aug 13, 2025 58$222.3M